Q4 2020 Holdings
Filed 2021-02-09 | 64 holdings | $962.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $203 | 1,037 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $206 | 4,124 | 0.0% |
| Vaneck Vectors ETF TR(MOO) | AGRIBUSINESS ETF | 92189F700 | $209 | 2,679 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $212 | 988 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $217 | 3,955 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $217 | 1,025 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $221 | 408 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $230 | 1,112 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $242 | 4,623 | 0.0% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $251 | 3,536 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $259 | 2,418 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $280 | 893 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $292 | 10,154 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $301 | 4,849 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $307 | 1,125 | 0.0% |
| ARK ETF TR(ARKW) | NEXT GNRTN INTER | 00214Q401 | $320 | 2,183 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $353 | 5,252 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $355 | 10,100 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $368 | 1,068 | 0.0% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $378 | 6,502 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $420 | 3,272 | 0.0% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $422 | 6,843 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $437 | 7,246 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $471 | 2,598 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $473 | 2,431 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $476 | 2,050 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $486 | 5,150 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $493 | 4,498 | 0.1% |
| Ishares TR(REET) | GLOBAL REIT ETF | 46434V647 | $499 | 20,870 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $525 | 2,074 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $544 | 6,108 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $589 | 2,441 | 0.1% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $629 | 3,820 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $629 | 891 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $665 | 2,893 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $797 | 9,039 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 2,681 | 0.1% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $1.0K | 20,252 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.1K | 34,780 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $1.1K | 13,488 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.1K | 9,609 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.1K | 12,515 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $1.4K | 10,026 | 0.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.5K | 17,252 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $1.7K | 33,881 | 0.2% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.8K | 30,855 | 0.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.1K | 40,693 | 0.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.2K | 23,872 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.2K | 35,014 | 0.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $2.9K | 56,062 | 0.3% |